Sales Details Report
- 24 Jun 2024
- 1 Minute to read
- Print
- DarkLight
- PDF
Sales Details Report
- Updated on 24 Jun 2024
- 1 Minute to read
- Print
- DarkLight
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
The Sales Details Report contains a comprehensive breakdown of all your WineDirect order data, optimized for pivot tables. Simply select the date range required and customize the metrics you want to view. Once your report is generated, you will have the option to download the output in CSV format.
Generating Report
Log in to WineDirect > Analytics > Reports > Sales to generate a Sales Details Report.
Selecting View Report under the Sales Details block will open a new window, and clicking Generate Report will generate the report.
.png "image(4).png")
IMPORTANT NOTE: If you have already generated a template and wish to reuse it, click the dropdown and select the template.
Creating and Updating Filters
Prior to generating a new Sales Details Report, it is possible to add and/or update filters to identify records that need to be viewed. Here is a breakdown of the currently available filters:
Created Date: Select a current date or range for the orders you wish to capture in the Sales Details Report.
.png "image(5).png")
Downloading Report
Once you have generated the Sales Details Report, you can find your report in the Generated Reports tab under Analytics.
Under the STATUS column, you should see a DOWNLOAD button. Click here to download the report to your local computer.
.png "image(6).png")
IMPORTANT NOTE: You may see Queued/Processing (the report is still processing, and you can hit the refresh button to see if it's ready) or Failed if there was an issue generating the report.
Report Columns
For the Sales Details Report, the following columns will be generated:
order_number | product_name | product_sku | quantity | unit_item_price ($) | price_inc_tax ($) | total_price_ex_tax ($) | unit_price_tax_inc_crv ($) | total_price_inc_tax ($) | total_item_discount ($) |
item_deposit ($) | total_tax_inc_crv ($) | discounted_total_inc_tax ($) | order_subtotal_ex_tax ($) | order_subtotal_inc_tax ($) | order_tax_amount ($) | order_total_ex_tax ($) | order_total_inc_tax ($) | tax_collected ($) | base_total ($) |
base_cost_price ($) | cost_price_inc_tax ($) | cost_price_ex_tax ($) | cost_price_tax ($) | wrapping_name | base_wrapping_cost ($) | wrapping_cost_ex_tax ($) | wrapping_cost_inc_tax ($) | wrapping_cost_tax ($) | wrapping_message |
product_type_name | product_department_name | pos_name | brand | is_non_taxable | is_price_override | original_order_date_store_time | date_completed_store_time | shipping_first_name | shipping_last_name |
shipping_company | shipping_street1 | shipping_street2 | shipping_city | shipping_zip | shipping_subdivision | shipping_country | shipping_phone | shipping_email | billing_first_name |
billing_last_name | billing_company | billing_street1 | billing_street2 | billing_city | billing_zip | billing_subdivision | billing_country | billing_phone | billing_email |
bc_order_status | anwd_order_status | anwd_payment_status | anwd_fulfillment_status | anwd_channel_name | anwd_channel_type | anwd_order_type | delivery_method | customer_first_name | customer_last_name |
customer_email | pickup_location | inventory_name | club_name | release_name | order_department_name | sales_associate_first_name | sales_associate_last_name | requested_ship_date_store_time | payment1_status |
payment1_amount | payment1_type | payment1_credit_card_type | payment1_timestamp_store_time | payment1_batch | payment2_status | payment2_amount | payment2_type | payment2_credit_card_type | payment2_timestamp_store_time |
payment2_batch | actual_ship_date_store_time | ready_to_pickup_date_store_time | picked_up_date_store_time | payment1_transaction_batch_id | payment1_auth_code | payment1_order_number | payment1_product_transaction_id | payment2_transaction_batch_id | payment2_auth_code |
payment2_order_number | payment2_product_transaction_id | ||||||||
Was this article helpful?
